Paladin export to QuickBooks
Note: For best practices with QuickBooks integration with Paladin, refer to the QuickBooks Accounting Guidelines KBA. Use these instructions to map your QuickBooks general ledger accounts to Paladin accounting categories so you can transfer Paladin accounting data to your QuickBooks general ledger accounts. This can occur automatically each night using the process documented in QuickBooks […]
Multi-store: Accounts Receivable
A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]
Customer accounts
This article contains instruction and information on the following: How to create/add a customer account Exiting a customer account How to delete (inactivate) a customer account How to close (write off) an uncollectible account Exclude inactive (deleted) customer accounts How to restore a deleted customer account How to rename a customer account How to add […]
Troubleshooting: New item does not appear with the “need bin tag” flag
When a new item does not appear with the “need bin tag” flag: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Tag Styles pane, check Force Bin tags on Additions from Obscure. Note: This setting triggers the need for a bin tag when a new item is […]
Set bin tags and shelf tags on a dedicated laser printer
To set bin tags and shelf tags on a dedicated laser printer: Open the LTSR Catalog. Determine which tags you want. In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Tag Styles section, in the Default Bin Tag Style list, select the Bin Tag Format # that you […]
Percentage mark up from average, last, or market cost: Specific department, supplier, or class
To set a percentage mark up from average, last, or market cost on all items in a specific department, supplier, or class: In Paladin, from the main menu, select File > Setup. Select the Pricing Plan tab. Click New. In the Name box, enter a name for the pricing plan. Choose one of the following options: If you want […]
Percentage discount from retail: Specific department, supplier, or class
To set a percentage discount from retail on all items in a specific department, supplier, or class: In Paladin, from the main menu, File > Setup. Select the Pricing Plan tab. Click New. In the Name box, enter a name for the pricing plan. Choose one of the following options: If you want the sale to […]
Set a percentage discount on items
To set a percentage discount on items: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, find the sale list and highlight it. Scroll to the Pricing Plans pane, and click Create New Pricing Plan. In the Pricing Plan tab, in the Name box, enter […]
Set specific sale price to items
To set a specific sale price to items: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, find the sale list and highlight it. Scroll to the Pricing Plans pane, and click Create New Pricing Plan. In the Pricing Plan tab, in the Name box, […]
Manually add items to a sale
To manually add items to a sale: In Paladin, from the main menu, select File > Setup. Select the Sales List tab. In the Sales section, in the list of sales, highlight the sale. In the Sale Items section, click New, then enter a number in the Part Number box. In the Price box, enter the price of the sale item, then […]
PaladinNsight™: Expose wasted investment dollars with the Non-performing Assets Tool
When your investment dollars are tied up in inventory that you can’t sell, you have non-performing assets. These dollars represent wasted opportunity, and if available, you could use them to purchase items that you can sell or for other business needs. Overstock happens, but when you make intelligent changes to your buying habits, you keep […]
PaladinNsight™: Discover losses and loss trends with the Loss Experience Tool
Lost items can hurt your business. When items are missing in your store, you lose investment dollars and then spend more money to replace them. While you can address each loss individually, grouping losses by a location or department may expose larger trends. For example, you may find that losses are concentrated in certain areas […]
PaladinNsight™: Take charge of your inventory investment with the Investment Review Tool
If you are a store owner, you are an investor. Your largest business investment is your store inventory. Like any money-making investment, you must regularly review and manage your investment to get the greatest return. The PaladinNsight™ Investment Review Tool can help you. This article provides information and overview on the following: What does it […]
PaladinNsight™: Clean up inventory with the Lost Opportunity Tool
Your inventory is a in a constant state of flux. Items are added and discontinued. Suppliers change. Paladin inventory data can grow and become bloated with items that you no longer carry. These obsolete items create clutter when you produce reports or search your inventory. The solution is to get rid of the clutter. But […]
PaladinNsight™: View potential lost revenue with the Lost Opportunity Tool
When an item is out-of-stock, you are missing sales opportunities. Add up lost sales from all out-of-stock items, and you may be surprised at the lost revenue. But, how do you measure this lost opportunity? And how can you stop the revenue loss? Paladin designed the PaladinNsight™ Lost Opportunity tool to help you claim those […]
